See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,856 | $176,056-10.3% | $159,436-1.0% | $167,490-5.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.45% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $3,907 | $5,297-26.3% | $4,829-19.1% | $4,837-19.2% |
| Participant deferral / active EE | $15,434 | $7,750+99.1% | $7,352+109.9% | $6,341+143.4% |
| Admin fee / account holder | $1,126 | $12,554-91.0% | $10,799-89.6% | $12,309-90.8% |